CSMCX vs. VTWO
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Vanguard Russell 2000 ETF (VTWO).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or VTWO.
Key characteristics
| CSMCX | VTWO | |
|---|---|---|
| YTD Return | 18.91% | 12.88% |
| 1Y Return | 34.74% | 31.99% |
| 3Y Return (Ann) | 0.61% | -0.99% |
| 5Y Return (Ann) | 16.10% | 8.78% |
| 10Y Return (Ann) | 13.06% | 8.31% |
| Sharpe Ratio | 1.80 | 1.46 |
| Sortino Ratio | 2.51 | 2.13 |
| Omega Ratio | 1.31 | 1.26 |
| Calmar Ratio | 1.24 | 1.06 |
| Martin Ratio | 11.82 | 8.12 |
| Ulcer Index | 2.88% | 3.75% |
| Daily Std Dev | 18.89% | 20.81% |
| Max Drawdown | -56.20% | -41.19% |
| Current Drawdown | -1.24% | -3.20% |
Correlation
The correlation between CSMCX and VTWO is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CSMCX vs. VTWO - Performance Comparison
In the year-to-date period, CSMCX achieves a 18.91% return, which is significantly higher than VTWO's 12.88% return. Over the past 10 years, CSMCX has outperformed VTWO with an annualized return of 13.06%, while VTWO has yielded a comparatively lower 8.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSMCX vs. VTWO - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
CSMCX vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Vanguard Russell 2000 ETF (VTWO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CSMCX vs. VTWO - Dividend Comparison
CSMCX has not paid dividends to shareholders, while VTWO's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 8.07% | 10.04% | 11.48% | 0.00% | 27.40% | 17.61% | 4.94% |
VTWO Vanguard Russell 2000 ETF | 1.27% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% | 1.04% |
Drawdowns
CSMCX vs. VTWO - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for CSMCX and VTWO. For additional features, visit the drawdowns tool.
Volatility
CSMCX vs. VTWO - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 4.49% and 4.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.